[Hiring] Senior Director of Revenue Strategy, Planning & Analytics @Invoca

Role Description

We're seeking a strategic, data-driven, and experienced Senior Director of Revenue Strategy, Planning & Analytics to lead a critical pillar within our Revenue Operations, Strategy and Enablement organization. This role is responsible for aligning planning, performance, analytics, and deal execution across the entire revenue organization - Sales, Customer Success, and Marketing.

• Serve as the senior leader for core revenue planning (forecasting, capacity modeling, quota setting, comp governance).
• Oversee cross-functional analytics (Sales, CS, and Marketing funnel insights).
• Manage Deal Desk operations (strategic deal support, approvals, pricing enforcement).
• Drive AI-powered analytics innovation.
• Report to the VP of Revenue Operations, Strategy & Enablement.
• Partner closely with leaders across Sales, CS, Marketing, Finance, and Legal.

Qualifications

• 12-15+ years of experience in Revenue Operations, GTM Strategy, or BizOps within high-growth B2B SaaS.
• Proven success leading strategic planning, comp/quota modeling, forecasting, and deal desk functions at scale.
• Strong cross-functional leadership skills, with a track record of aligning senior stakeholders across Sales, CS, Marketing, Finance, and Legal.
• Deep understanding of the GTM funnel (Marketing > Sales > CS) and performance drivers across segments.
• Exceptional analytical ability - adept at scenario modeling, performance measurement, and business case development.
• Executive presence and communication skills - able to synthesize complexity into clarity and influence at all levels.
• Hands-on experience with Salesforce, Clari, Tableau, Excel/Sheets; bonus if familiar with SFDC CPQ, compensation tools, and BI platforms.
• Proven experience building and managing high-performing, cross-functional teams.
• Deep analytical acumen and comfort navigating complex data across multiple systems (e.g., Salesforce, Clari, Tableau, Redshift, Databricks).
• Strategic thinker with strong operational chops - equally comfortable in the weeds and at the 30,000 ft level.
• Strong project management and prioritization skills in fast-paced, high-growth environments.
• Experience building cross-functional operating rhythms (QBRs, forecast reviews, OKR check-ins, board reporting).
• Bias toward clarity, action, and continuous improvement.
• Hands-on AI fluency - able to independently build, test, and deploy AI-powered workflows and automations across analytics and planning functions.

Requirements

• Lead end-to-end GTM planning processes across Sales and CS - including booking target setting, quota design, and headcount alignment.
• Own forecast methodology and accountability frameworks for Sales and CS leadership.
• Partner with Finance to align on revenue plan modeling, targets, and performance trends.
• Drive annual planning and scenario modeling for revenue growth, territory structures, and compensation investment.
• Design and manage compensation plans for Sales and CS teams.
• Align quota-setting frameworks with booking targets and capacity assumptions.
• Oversee analytics and reporting across the entire GTM motion.
• Build and manage strategic dashboards, KPI scorecards, and performance metrics.
• Lead the Deal Desk function, managing custom pricing and quote-to-close execution.
• Independently build, test, and deploy AI-powered workflows and automations.
• Directly manage a high-impact team of individual contributors and future people leaders.

Benefits

• Base Salary: $212,000–$287,500*
• Variable Compensation: Bonus and/or commission eligibility, where applicable.
• Equity: All employees are invited to share in Invoca's success through our stock option program.
• Day-One Health Benefits – Medical, dental, and vision coverage begins on your first day of employment for U.S.-based teammates.
• Mental Wellbeing – Access to mental wellbeing support and an Employee Assistance Program (EAP).
• Wellness Subsidy – Reimbursement that can be applied toward gym memberships, fitness classes, and more.
• Flexible Time Off – Our flexible paid time off policy gives you the flexibility to recharge and take time away when you need it.
• Paid Holidays – Invoca provides 20 U.S. paid holidays, including a winter break.
• Paid Family Leave – Up to 12 weeks of 100% paid leave for baby bonding, adoption, and caring for family members.
• Paid Medical Leave – Up to 12 weeks of 100% paid leave for childbirth and medical needs.
• Enterprise-Grade AI Tools – Access to industry-leading enterprise AI tools.
• Professional Development – Annual reimbursement of up to $1,000 per fiscal year.
• 401(k) – Invoca offers a 401(k) plan through Fidelity with a company match of up to 4%.
• Recognition Programs – Company-wide and team recognition programs.
• InVacation (Sabbatical) – A sabbatical after seven years of service.